Foundations Investment Advisors’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Foundations Investment Advisors’s Portfolio BBBS Stock Details BBBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-32,913	Closed	-$1.69M	–	1167
2025 Q4	$1.69M	Buy	32,913 +3,254	+11%	+$168K	0.02%	387
2025 Q3	$1.53M	Buy	29,659 +1,511	+5%	+$77.7K	0.02%	367
2025 Q2	$1.45M	Buy	28,148 +1,976	+8%	+$101K	0.02%	353
2025 Q1	$1.34M	Buy	+26,172	New	+$1.33M	0.02%	352

Other funds holding BBBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Willow Financial Rogers, Arkansas $98.7M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Foundations Investment Advisors's BBBS Position: Q1 2026 in Review

Foundations Investment Advisors sold out of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q1 2026, closing a stake of 32,913 shares — an estimated $1.69M sold.

Foundations Investment Advisors first reported a position in BBBS in Q1 2025 and held it in 4 quarters. The position peaked at $1.69M in Q4 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

Foundations Investment Advisors reported no remaining BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 32,913 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $1.69M.
Foundations Investment Advisors first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
Foundations Investment Advisors's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $1.69M in Q4 2025.
31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.